2025 Balance Sheet Management Survey Report

In today's financial landscape, many institutions struggle with legacy systems that require weeks for scenario processing, depend on manual regulatory reporting, and restrict access to specialized teams. In contrast, Balance Sheet Management (BSM) is rapidly evolving into a strategic imperative, requiring both efficiency and real-time insights.

The industry is at a technological inflection point, and new technologies have already revolutionized operations across sectors. Now they're set to transform Balance Sheet Management, enabling the resilience and strategic agility that modern financial institutions require in volatile markets.

What You'll Find in the 2025 Balance Sheet Management Survey Report

This comprehensive report offers a focused look at the challenges, pain points, and operational priorities shaping Treasury and Risk functions today. 

Drawing on insights from Heads of Department, Team Leaders, Executive Directors, Managers, and Analysts, the report captures how institutions are tackling the financial sector’s most pressing challenges, including market volatility, interest rate risk, regulatory demands, and the push toward new technology adoption.

Inside the report, you’ll discover insights on:

• Results that show where outcomes are being achieved, where gaps remain, and how expectations differ across institutions.
• The key challenges organizations face are in areas such as reporting, data integration, and modeling capabilities.
• An assessment of the effectiveness of Balance Sheet Management through a set of critical capabilities.
• How the sector responds to regulatory pressures, market volatility, and new technology demands.
• The main barriers slowing down the adoption of new solutions.

Why This Report Matters

In an era where balance sheet resilience and strategic agility have become non-negotiable in today’s financial environment, these insights provide a clear view of the sector’s most urgent concerns and highlight how organizations are responding. 

This report helps institutions benchmark their practices against industry trends.

Fill out the form to download your copy and discover how your institution can strengthen its Balance Sheet Management strategy in today's dynamic financial landscape.